client service opportunities

new poll: why small business owners need tax professionals

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what clients don’t know they don’t know.

by 卡塔尔世界杯常规比赛时间

no wonder small business owners need accountants. many don’t understand the deductions they’re entitled to. most don’t use bookkeeping software. and too many are still keeping paper receipts by the shoebox-load.

more on tax season: security and id theft emerge as top tax season worry  |  successful tax seasons require teamwork  |  8 considerations with new clients  |  irs budget: penny-wise, pound-foolish  |  11 ways to get more tax clients  |  irs taxpayer advocate questions preparation of tax preparers  |  watchdog warns of dubious irs plans   |  tax season productivity hacks  |  letting staff go after tax season  |  how to sell bundled tax services

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after surveying more than small business owners, manta, the small-business directory, asserts small business owners “are on top of their tax games.” but we know a few accountants who would beg to differ.

manta’s survey found only 61% of small business owners understand the deductions available to them as business owners. luckily about the same number, 62%, use a cpa to file taxes. still, 21% track of expenses with paper receipts, making filing a pain.

more highlights:

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forget cpe, you need an fpe

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business hand holding hot chart in crystal ballan executive whose entire job is to predict the future?

by hitendra patil
client accounting services

do you want to know the future of accounting?

more on entrepreneurial strategy: seven lessons for accountants from self-driving cars | 4 pillars of future firm foundation | do you want a practice … or a business? | 3 apps to automate business networking | relearning the lingo of the accounting business | 10 things that accountants didn’t worry about 10 years ago | what if accounting firms were ‘apps?’ |

more on client accounting services

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business insider recently published a post stating ford has an executive whose entire job is to predict the future.
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lessons for accountants from self-driving cars

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//www.g005e.com/2017/02/20/seven-lessons-accountants-self-driving-cars/how to make the leap from sci-fi fantasy to business reality in six steps.

by hitendra patil
the definitive success guide to client accounting services

the uberization of accounting has already begun, and disruption is creating a “no-choice future” for some firms.

more:  rotten tomatoes: what do your clients really think of you?  |  targeting the top 50 highest-paid client categories  |  survey results: decide to be decisive  |   the curious case of ‘the irreplaceable accountant’  | the three gears that drive success in the accounting business  |  brexit worries?  worry more about cexits, texits and pexits  |  linkedin launches accountant-for-hire service  |  4 pillars of future firm foundation  |  ‘uberizing’ means more than technology  |  you don’t think technology helps get new clients?  |  do you want a practice … or a business?  |  ‘decisiveness’ rated top trait for   success in accounting business  |  tax season management: multi-tasking is a myth  |  3 apps to automate business networking  |

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self-driving cars are meant to enrich human life. and therein are the hints of the future of the accounting profession. here’s how… read more →

how to sell bundled tax services

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flat fees relieve “clock watching.”

by ed mendlowitz
how to build a stronger tax practice

following are two sample engagement proposals for tax return preparation bundled with additional financial planning and business planning services.

more on marketing: how to prepare returns for a multiple-year non-filer | structuring partnership and buy-sell agreements | the 64-point business startup checklist | how to offer second opinions | how to offer employment compensation assistance | basic budgeting for clients | guiding heirs | 11 questions to ask every tax client | add new revenues with tax prep follow-ups | marketing vs. selling: both must serve the client first
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letter 1:
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why next-gen firms embrace subscription billing plans

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sabhlok

zoho president explains the “freemium upsell.”

pricing strategies that work
join the survey. get the answers.

 

by sandi leyva and michelle long

let’s take a look at some pricing strategies for the subscription economy.

more small firm growth strategies: welcome to the subscription economy | ed kless on factors affecting price sensitivity | how to keep current | best practices for growth: network, specialize, share | 10 easy tips to boost your business cash flow | 2 ways to serve clients better | how to fire a client | how to manage client expectations | trashing the spreadsheet: best practices in modern expense management | 3 ways to implement value pricing | building reputation to build your business | need more business? focus on referrals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are a number of things that businesses can do related to subscription models, in particular around their pricing strategies. we have the freemium and upsell model, multiple additions, pay as you go, tiered or volume-based pricing and bundling. i’ve got some examples of each one of these. i’d be fairly surprised if we haven’t run across these already as consumers.

our guest for this discussion about subscription-based models is raj sabhlok, president of zoho corp., in his own words…

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immigrants: surging market for tax & accounting services

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percentage of u.s. self-employed born abroad reaches 19.5 percent. source: us sba

newcomers drive the nation’s solopreneur sector.

by rick telberg
卡塔尔世界杯常规比赛时间

nothing says american like entrepreneurship. no nation offers such fertile soil for the seeds of business. and small businesses are the underlying energy of the american economy. fed by inspiration, elbow grease, and gumption, they account for a disproportionate amount of the nation’s jobs, mobility, and innovation. when small businesses thrive, everybody thrives.

three new reports on entrepreneurship from the u.s. small business administration offer insights that may be of interest to cpa practices. each report looks at one of three groups that are in the news every day: millennials, seniors, and immigrants.

it may surprise many that the educated, tech-savvy millennials are increasingly less likely to start their own businesses.

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survey: don’t just win work, figure out why

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five businesspeople in office with thumbs upboomer retirements are creating gaps.

by angie grissom
the rosenberg map survey

the need for firms to offer more advisory services is growing, and clients are expecting more support from their accountants.

more from the survey: talent wars, m&a frenzy continue | next-gen leaders getting restless | mergers keep racing forward  | do you have a firm or a co-op? | accountability, equity, compensation are concerns | map survey top 10 findings | cpa firm revenues rise a hefty 8%
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many firms are increasing the amount of consulting offerings and billings. a number of firms, however, are continuing to struggle with how to play more of an advisory role with clients, which requires a paradigm shift in many ways. this is necessary because firms are struggling with how to differentiate themselves from their competitors with respect to traditional services, and are competing on price.
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how to create 4 new billable hours per day

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you have more capacity than you think.

by rob nixon
panalitix

i am going to show you how to free up to 4 hours per accountant per day of new capacity – without hiring any more accountants. 

more on strategy:  don’t let technology make you dumber  |  do you know what clients want?  |  what it means to be a real-time accountant | 12 predictions on the future of accounting | will the internet replace cpas? | the profession disrupted: compliance commoditized
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

catch rob live and in-person: 卡塔尔世界杯常规比赛时间 readers can save $50 on firm of now events with the discount code “trends” at firmofnow.com.

i’ll use the example of a sole practitioner with accountants. you can multiply the math out for your size firm. you’ll see that by implementing just three strategies you can free up to 4 hours per accountant per day – maybe more. with five accountants that’s 100 hours per week, or 4,500 hours+ per year.

if you have an average hourly rate of just $150 that’s $675,000 of new capacity. you could re-fill the capacity or downsize your team. have i got your attention yet?

let’s get to work. read more →

what a client service plan can add

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businesswoman in a meeting with a male colleague smiling at him as they sit at a table discussing paperwork over coffeemake distinctive service a process.

by domenick j. esposito
8 steps to great

derived from the understanding that each client has a different set of needs, your firm needs to develop a client service plan that tailors your services to match client needs.

more on strategic planning: capital markets 101 | do you belong in cybersecurity? | why you need marquee clients | net profits: how much to whom? | how to drive partner performance with a smart compensation plan | 3 tools to boost your metrics | start with sound firm governance, economics
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the client service plan ensures the highest level of quality service by focusing your engagement team on exceeding a client’s expectations.
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14 ways to leverage client data for new billings

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chart of client interest in kpitop of the list? cash flow forecasting.

by rob nixon

as you become a real-time accountant, one of the key steps is to strongly recommend that your clients migrate across to a cloud accounting solution. that’ll take 12 to 36 months to systematically help your clients change.

more on strategy: don’t let technology make you dumber | do you know what clients want?  | what it means to be a real-time accountant | are your goals big enough? | is your business by design or default? | 12 predictions on the future of accounting | finding new opportunity in compliance services | the world is flat | will the internet replace cpas? | how offshoring is shaking up accounting | the profession disrupted: compliance commoditized
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s assume you have done that. you have spent the time training them. you have helped them to get good data in, so good data can come out.
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is this a rut?

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ed mendlowitz cpa the practice doctor q and awhat about five years from now?

question: my practice seems to be in a rut.

more practice doctor q&a: taking over poorly done work | when staff won’t use checklists | how can we keep new staff longer? | rule #1 for how to get everything done | too much paper, too many drives | why credentials are worthwhile | how to sell your practice | why your clients need annual minutes – and how you can help | when partners stop growing | clear billing procedures make collecting easier
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we are not growing, our services haven’t changed and our client turnover is almost nonexistent.  any suggestions of what we can do?
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rotten tomatoes: what do your clients really think of you?

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biological tomatoesthe tell-tale signs of trouble.

by hitendra patil
accountaneur

the urban dictionary defines “tomatoed” as the state of a relationship when you’re not quite dating but not just friends. neither party is sure if they like the other enough to date, yet continue to do most of the same things as people in committed relationships. if they get tired of one another, they can simply return to “just friends” status without social upheaval. so named because of the tomato’s role as not quite a fruit and not quite a vegetable.

more accountaneur:  the three gears that drive success in the accounting business  |  brexit worries?  worry more about cexits, texits and pexits  |  linkedin launches accountant-for-hire service  |  4 pillars of future firm foundation  |  ‘uberizing’ means more than technology  |  you don’t think technology helps get new clients?  |  do you want a practice … or a business?  |  ‘decisiveness’ rated top trait for   success in accounting business  |  tax season management: multi-tasking is a myth  |  3 apps to automate business networking  |

 

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how can you tell if you’re getting “tomatoed” by your clients? how to make it stop? and what does it all mean? read on…

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targeting the top 50 highest-paid client categories

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plant in egg shell with dollarsnearly 40% of them are in the health care industry.

by hitendra patil
accountaneur

if you have ever struggled to set yourself free from offering only commoditized, generalist types of accounting services and you thought it was very difficult to identify the niches you should focus on, relax! the bureau of labor has the answers for you.

more accountaneur:  the three gears that drive success in the accounting business  |  brexit worries?  worry more about cexits, texits and pexits  |  linkedin launches accountant-for-hire service  |  4 pillars of future firm foundation  |  ‘uberizing’ means more than technology  |  you don’t think technology helps get new clients?  |  do you want a practice … or a business?  |  ‘decisiveness’ rated top trait for   success in accounting business  |  tax season management: multi-tasking is a myth  |  3 apps to automate business networking  |

 

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the latest bureau of labor statistics occupational employment and wage estimates survey has revealed the secret of which professions are earning the most money.

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